Recent Discussions

Discussion List

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  Unable to connect Ally Loan account - Sold to Synchrony

  Closed ConBow 239 views 5 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  theeducationplan.com - New Mexico 529 Plan

  Closed admarkowitz 22 views 1 comment 1 point Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Transactions getting associated with wrong recurring bill

  Closed cheapcontact 105 views 9 comments 0 points Most recent by Coach Natalie May 2024Report a Bug
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  Income vs. Spending

  Closed emily.dittmar 24 views 1 comment 0 points Most recent by Wedo778 May 2024Feedback
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  7

  Up
  Raisin is missing (edited)

  Active Zorat 345 views 6 comments 7 points Most recent by DannyB May 2024Report Missing Financial Institution
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  3

  Up Down
  Mini Project Plan

  Active Ponanu 27 views 3 comments 3 points Most recent by DannyB May 2024Feature Requests
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  Simplifi for a small non-profit

  Answered ✓ Closed johnson903 77 views 3 comments 0 points Most recent by Coach Jon May 2024Categories and Tags
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  Web Release 4.11.0

  Closed Coach Natalie 539 views 0 comments 0 points Started by Coach Natalie May 2024 Updates From the Product Team
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  1

  Up
  Missing Institution Hickam Federal Credit Union

  Active sundaeschool 41 views 2 comments 1 point Most recent by Menehune May 2024Report Missing Financial Institution
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  7
  Include Recurring 'Credit Card Payments' in credit card projected cash flow (edited)

  Completed Closed SimplifineHowareyou 226 views 4 comments 7 points Most recent by Coach Natalie May 2024Feature Requests
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  Unable to add Wells Fargo credit card account (edited)

  Closed PixiePower 604 views 17 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  A couple of small suggestions

  Closed XacsX 20 views 1 comment 0 points Most recent by Coach Natalie May 2024Feedback
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  Unable to connect to Etrade (edited)

  Closed b16707 57 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  So close to swearing loyalty to quicken

  Closed jkidd22 93 views 3 comments 0 points Most recent by Coach Natalie May 2024Feedback
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  Amazon Synchrony won't stay connected

  Closed mthoman1 60 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  11
  Please add support for Wex Health HSA

  Completed Closed questionmark14 435 views 19 comments 11 points Most recent by Coach Natalie May 2024Report Missing Financial Institution
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  Unable to connect to Edward Jones Canada account Care Code FDP-105 (edited)

  Closed HWanless 155 views 22 comments 0 points Most recent by HWanless May 2024Adding and Updating Accounts
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  Savings Goals Report (edited)

  Closed kwalley73 10 views 1 comment 1 point Most recent by Coach Natalie May 2024Using Savings Goals
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  How to categorize insurance claim payments?

  Answered ✓ Closed Peripety 60 views 2 comments 0 points Most recent by Peripety May 2024Using the Spending Plan
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  Using Simplifi to budget (edited)

  Answered ✓ Closed JBudney 112 views 1 comment 0 points Most recent by DannyB May 2024Bills and Income
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  [ONGOING] 5/7/24: AllyBank Investing Accounts Excluding Cash in the Balances

  Coach Natalie 162 views 1 comment 2 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 1/9/24: Carta (eShares) returns a 105 error

  Coach Natalie 328 views 5 comments 2 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 8/23/23: Missing transactions with Discover Bank

  Coach Natalie 1.2K views 9 comments 2 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 5/13/24: M1 Finance returns a 101 error

  Coach Natalie 201 views 1 comment 0 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 3/14/24: MasterPlan - Retirement Planning $0 Balance When Adding Investment Accounts

  Coach Natalie 193 views 3 comments 0 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 5/8/24: Midwest Loan Services Inc returns a 101 error

  Coach Natalie 95 views 1 comment 1 point Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 8/3/23: Missing credit card transactions with Randolph-Brooks FCU

  Coach Natalie 199 views 10 comments 0 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 3/1/24: Sunflower Bank - "You have already added all your accounts at this bank" message

  Coach Natalie 188 views 3 comments 0 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 9/6/23: Venmo returns a 103 error

  Coach Natalie 4.1K views 9 comments 10 points Most recent by Coach Natalie May 2024Current Online Banking Issues
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  [ONGOING] 4/2/24: Changes To "Hidden" Account Names Do Not Reflect In Accounts List or Reports

  Coach Natalie 181 views 2 comments 0 points Most recent by Coach Natalie May 2024Known Product Issues